海外研报
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US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10日
Municipals Weekly Muni rates to ride rogue wave lower
A rogue wave event starts the rigorous phase of rallyThe three-day event of equity and bond market moves post FOMC meeting exhibit all
海外研报
2024年08月10日
Market Intelligence: US Morning Update
Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报
2024年08月10日
Decompression Creates Opportunities in Asia HY
The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
海外研报
2024年08月10日
Initial claims see more normalization
Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
海外研报
2024年08月10日
UK—July Inflation and June Labour Market Preview
BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
海外研报
2024年08月10日
Ukraine: Inflation Rises Above Mid-Point of Target, As Expected
Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
海外研报
2024年08月10日
Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing
Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
海外研报
2024年08月10日
Economics Focus：Summer revision course
This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
海外研报
2024年08月10日
